Product
PSG Partner Portal
A back-office CRM built specifically for independent insurance agents — designed to bring lead management, e-signatures, client records, and quoting tools together in one agent-facing workspace.
Get in TouchWhat It Does
An agent's back office, in one place
PSG Partner Portal centralizes the day-to-day work of running an independent insurance book of business — from the first lead through signed paperwork — so agents spend less time switching between tools and more time with clients.
Who It's For
Independent Medicare and health agents
Built for independent insurance agents, particularly those working in Medicare and health insurance, who need a lightweight, agent-facing system rather than a heavyweight enterprise CRM.
Feature Overview
What's inside the portal
- Lead capture and lead scoring, so agents can prioritize the contacts most likely to convert
- E-signature workflows for client documents and enrollment paperwork
- Secure client document storage in one central place
- Plan comparison and quoting tools to help agents present options clearly
- Credentials and compliance tracking, so licensing and certifications stay current